+652.4%
HOOD vs CORZ
+136.6%
+515.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.2% | -5.6% | -3.5% |
| 7D | -5.1% | -7.8% | +2.7% | -2.8% |
| 30D | -25.4% | -14.8% | -10.6% | -21.9% |
| 3M | -14.0% | -32.5% | +18.5% | -3.2% |
| 6M | +5.6% | -42.7% | +48.3% | +21.7% |
| YTD | -28.1% | -9.8% | -18.3% | -29.7% |
| 1Y | -40.1% | -31.9% | -8.2% | -36.1% |
| All | +652.4% | +136.6% | +515.8% | +407.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CORZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling